The operating system forclient services

Plan weekly, assign daily, track progress automatically—across requests, deliverables, invoices, and conversations.

Why we built Service Funnel

Plan weekly, assign daily, track progress automatically—across requests, deliverables, invoices, and conversations.

Clarity for clients and teams—no guessing.
Accountability with automatic rollups.
Sunday planning; daily execution.
Real-time visibility across the work.
5x
Faster clarity from request → plan
0
Manual status chasing
100%
Progress traceability

How it works

A rigorous yet elegant flow that keeps everyone aligned and moving.

Requests
Clients submit clear requests. We capture scope and context precisely.
Milestones & Deliverables
Break projects into milestones → deliverables with due dates.
Weekly → Daily
PMs plan weekly tasks on Sunday; daily tasks drive execution.
Progress Rollup
Daily → Weekly → Deliverable → Milestone → Project. Always accurate.
Planning cadence

Weekly → Daily discipline

PMs plan weekly on Sunday, then break into daily, assignable tasks. Progress rolls up automatically across deliverables and milestones.

Weekly tasks board
Daily tasks & self‑assign
Deliverable progress
Milestone rollups
Project Manager dashboard (desktop)

Everything in one elegant system

Designed for PMs, staff, and clients—each with dedicated dashboards and permissions.

  • Contract generation & signing
  • Invoices, reminders, and payments
  • Staff assignment with permissions
  • Unified messaging & file sharing
  • Notifications & audit trail
  • Analytics & insights
PM Dashboard
Attention blocks, quick actions
Client Portal
Invoices, signatures, updates
Staff View
Daily tasks & self‑assign
Timeline
Weekly cadence & planning

Our guarantees

Accountability is built‑in. We commit to clarity, responsiveness, and results.

Transparent progress with verifiable rollups at every level.
Time‑bound weekly planning and Sunday reviews for tight execution.
Secure document handling for contracts, invoices, and files.
Clear ownership: only daily tasks are assignable to ensure focus.
Operating promises
Measured, monitored, and reported.
24h
Response SLA on messages
100%
Traceable changes
Zero
Lost deliverables
Audit log 12 mo
Daily backups
Encryption at rest
Uptime (30d)99.95%
P95 response180ms

What partners say

Planning finally matches delivery. The weekly cadence just works.

Operations Lead, SaaS

Clients stopped asking for updates—everything’s visible.

Agency PM

Invoices and signatures are part of the flow. No more tool‑hopping.

Founder, Studio

Simple and fair

Transparent, usage‑aligned pricing

Month‑to‑month
No hidden fees
Cancel anytime

Bring clarity to your client work

Launch Service Funnel and experience an elegant operating system for service delivery.